FORM CRS & SEC BROCHURE
Please click here to view our Form CRS.
Please click here to view our ADV Parts 2a and 2b.
SpringTide Partners, LLC has adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.
INFORMATION WE COLLECT
We collect certain nonpublic personal identifying information about you (such as your name, address, social security number, etc.) from information that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We also collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).
WHAT INFORMATION WE DISCLOSE
We do not sell, share, or disclose your nonpublic personal information to non-affiliated third party financial companies. We will not disclose the nonpublic personal information we collect about our customers to anyone except as necessary as follows: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as broker-dealers, custodians, independent managers etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.
We restrict access to your nonpublic personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.
Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material change to this policy before we implement the change.
The information contained in SpringTide Partner’s website is of a general nature and is for informational purposes only and does not constitute financial, investment, tax or legal advice. These materials reflect the opinion of SpringTide Partners as of the date of production and are subject to change at any time without notice due to a variety of factors, including changing market conditions or tax laws. SpringTide Partners reserves the right, in its sole discretion, without any obligation and without any notice, to change, modify, or delete the information, materials, and descriptions on this website and to deny or suspend access to it. SpringTide may discontinue or change any product or services described on this website at any time.
Despite our efforts to be accurate, these pages may contain errors and information that is no longer current. The information published on this website is subject to change on a regular basis without notice. This website should not be regarded as a complete analysis of the subjects discussed. Information on this site should not be relied upon as a substitute for legal, tax or accounting advice by a professional in your local jurisdiction. Oftentimes, a party needs professional advice that applies to his or her specific situation. We recommend that you retain a professional advisor to provide you with specific guidance regarding your personal or firm’s situation.
Information provided on this website is provided “as is” without warranty of any kind, either express or implied, including, without limitation, warranties and merchantability, fitness for a particular purpose, or non-infringement. SpringTide Partners assumes no liability or responsibility for any errors or omissions in the content of this website. Under no circumstances and under no legal theory shall SpringTide Partners be liable to a viewer of this website or any other person for any damages, whether direct, indirect, incidental, consequential or special arising from viewer’s access to or use of this website.
TERMS AND CONDITIONS OF USE
The information, tools, and material presented in this website are provided to you for informational purposes only and are not intended to be and should not be used or considered as an offer, recommendation, or a solicitation to sell or an offer, recommendation or solicitation to buy or subscribe to any financial instruments, investment management services, or advisory services. This website does not intend to provide investment, tax, or legal advice. SpringTide Partners does not represent that any security, financial instrument, product, or service is suitable or appropriate for all investors.
Third-party information that is reproduced on this website with permission is purely for informational purposes and does not constitute any endorsement of SpringTide’s viewpoint. Decisions based on information contained on this website are the sole responsibility of the user and the user agrees to hold SpringTide Partners harmless against any claims for damages arising from any decision the user makes in reliance on information provided on the website. Prior to the execution of any transaction involving information provided by this website, the user should consult its business advisor, attorney, and/or tax and accounting advisors with respect to the price, suitability, value, or other aspects of any stock, bond, mutual fund, security, or other investment. Depending on the user’s specific investment objectives and financial position, the investments discussed on this website may or may not be suitable.
COPYRIGHT AND TRADEMARK
All material presented on this website, unless specifically indicated otherwise, is under copyright to SpringTide Partners. The material is downloadable for browsing purposes only. None of the material, nor its content, nor any copy of it, may be altered in any way, transmitted to, copied, or distributed to any other party, without the prior express written permission of SpringTide Partners. All trademarks, service marks, trade names, and logos used on this site are trademarks or service marks or registered trademarks or service marks of SpringTide Partners or one of its affiliates or other entities. Nothing contained in this Website should be construed as granting by use, implication, estoppel, or otherwise, any license or right to use any trademark displayed on this website without the express consent of SpringTide Partners. SpringTide Partners neither warrants nor represents that use of materials displayed on this website will not infringe rights of third parties not affiliated with SpringTide Partners.
MONITORING OF USE
SpringTide Partners expressly reserves the right to monitor any and all use of this website. SpringTide Partners is under no obligation to do so and assumes no responsibility or liability arising from the use of this website.
We may provide addresses or hyperlinks which lead you out of this website. Except to the extent to which the website refers to SpringTide Partners own internal website links, SpringTide Partners is not responsible for the content of any other websites or pages linked to or linking from this website. Such addresses or hyperlinks are provided solely for your convenience and information. The existence of any such links shall not constitute an endorsement, representation, or warranty of such link. Accessing such website or following such links to any other websites or pages shall be at your own risk. SpringTide Partners is not responsible for and shall have no liability for the accuracy, subject matter, completeness, quality, timeliness, suitability, or reliability of any instruments on such links.
LIMITATION OF LIABILITY
In no event, including negligence, will SpringTide Partners be liable for any loss or damage of any kind, including any direct, special indirect or consequential damages arising out of or in connection with the access of, use of, performance of, browsing in or linking to other sites from this website.
PASSWORD-PROTECTED AREAS ON THIS WEBSITE
While SpringTide Partners takes active steps, including use of firewall barriers, encryption techniques and authentication procedures, to protect all information we receive online, we cannot guarantee the security of any information you transmit to this website online, and you do so at your own risk.
If you share your information, including your password information, with a third party, you do so at your own risk. By doing so, you may compromise the security of your information, including account/financial information. If you share your password information with a third party, such as an information aggregator, we may not be able to verify the user of the password information. If you choose to share your password information with a third party, including an information aggregator, we assume no liability or responsibility whatsoever for the security and integrity of that third party’s information systems or the dissemination, through a third party, of any of your personal and confidential information.